We are live on ! Find out more
PCP

Proficio Capital Partners Portfolio holdings

AUM $1.87B
1-Year Est. Return 30.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,425
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$4.96M
3
+$4.75M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.31M
5
AAPL icon
Apple
AAPL
+$2.95M

Top Sells

1
+$9.24M
2
+$4.58M
3
+$3.3M
4
BP icon
BP
BP
+$3.13M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.95M

Sector Composition

1 Technology 6.1%
2 Financials 5.9%
3 Healthcare 4.95%
4 Consumer Discretionary 4.4%
5 Energy 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
50
1252
$1K ﹤0.01%
57
+6
1253
$1K ﹤0.01%
+44
1254
$1K ﹤0.01%
+22
1255
$1K ﹤0.01%
+4
1256
$1K ﹤0.01%
9
1257
$1K ﹤0.01%
+44
1258
$1K ﹤0.01%
4
-1
1259
$1K ﹤0.01%
+29
1260
$1K ﹤0.01%
+112
1261
$1K ﹤0.01%
176
+131
1262
$1K ﹤0.01%
240
+132
1263
$1K ﹤0.01%
195
-4
1264
$1K ﹤0.01%
+10
1265
$1K ﹤0.01%
22
1266
$1K ﹤0.01%
+85
1267
$1K ﹤0.01%
37
+3
1268
$1K ﹤0.01%
18
+4
1269
$1K ﹤0.01%
48
1270
$1K ﹤0.01%
52
1271
$1K ﹤0.01%
30
1272
$1K ﹤0.01%
114
+9
1273
$1K ﹤0.01%
+10
1274
$1K ﹤0.01%
143
+68
1275
$1K ﹤0.01%
48
+7
49 50
51
52 53